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Schwab Fundamental US Large Company Index ETF

774 hedge funds and large institutions have $19B invested in Schwab Fundamental US Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 333 increasing their positions, 199 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

67% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 199

6% more capital invested

Capital invested by funds: $17.9B → $19B (+$1.09B)

4% more funds holding

Funds holding: 746774 (+28)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2.57% less ownership

Funds ownership: 82.71%80.14% (-2.6%)

Holders
774
Holders Change
+28
Holders Change %
+3.75%
% of All Funds
9.53%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.07%
New
89
Increased
333
Reduced
199
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$60.6M +$9.28M +327,418 +18%
Creative Planning
27
Creative Planning
Kansas
$60.4M +$1.34M +47,431 +2%
UBS Group
28
UBS Group
Switzerland
$59.8M -$5.55M -195,846 -8%
TNA
29
True North Advisors
Texas
$57.8M +$58.8M +2,073,839 New
PAG
30
Private Advisor Group
New Jersey
$56.6M -$451K -15,921 -0.8%
HighTower Advisors
31
HighTower Advisors
Illinois
$56.4M +$2.49M +87,716 +5%
PC
32
Prairiewood Capital
North Dakota
$53.3M +$2.57M +90,716 +5%
CPG
33
Cornerstone Planning Group
New Jersey
$51.2M +$3.79M +133,686 +9%
AA
34
Ashford Advisors
New York
$51.1M
KHC
35
Koesten Hirschmann & Crabtree
Kansas
$47.5M -$317K -11,198 -0.7%
TWM
36
Tanglewood Wealth Management
Texas
$47.4M +$10.9M +385,731 +29%
KCPG
37
Kavar Capital Partners Group
Kansas
$44.4M +$501K +17,673 +1%
LRIA
38
Leonard Rickey Investment Advisors
Washington
$41.8M +$585K +20,649 +1%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$41.1M -$644K -22,741 -2%
RCA
40
Resonant Capital Advisors
Wisconsin
$40.8M +$2.76M +97,328 +7%
Osaic Holdings
41
Osaic Holdings
Arizona
$36.2M -$21.5M -757,427 -37%
Mariner
42
Mariner
Kansas
$35M +$1.43M +50,449 +4%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$33.6M -$261K -9,212 -0.8%
BAM
44
Belpointe Asset Management
Nevada
$31.9M -$5.69M -200,679 -15%
FCA
45
Fortis Capital Advisors
Kansas
$31.9M -$5.69M -200,679 -15%
GVAG
46
Great Valley Advisor Group
Delaware
$31.7M +$793K +27,974 +3%
ONB
47
Old National Bancorp
Indiana
$31.4M +$31.9M +1,127,401 New
DC
48
Davenport & Co
Virginia
$30.8M +$5.33M +188,169 +21%
UFAC
49
Urban Financial Advisory Corp
Illinois
$30M +$8.05M +284,075 +36%
PWM
50
PTM Wealth Management
United States
$29.6M -$7.32M -258,254 -20%